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The next bluechips to cut their dividends

The next bluechips to cut their dividends

JASON TEH | “You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” Warren Buffet. Yield traps are akin to a retiree couple thinking they’re attending ‘Swan Lake’ only to see Venom perform ‘Welcome to Hell’ […]

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27, June 2018
Blog Post
Telstra: What the market missed

Telstra: What the market missed

DANIEL MUELLER | LIVEWIRE | Competition is hitting the jewel in Telstra’s crown The most important piece of information in this report is this: Telstra’s mobile business is under pressure. Postpaid ARPU (including mobile repayment options) decreased 3.6% due to higher data inclusions. This is the 5th consecutive half of postpaid ARPU decline with an acceleration in the rate […]

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15, February 2018
ASX | Australian equities | Australian shares
Fund star Teh casts light on low-risk winners

Fund star Teh casts light on low-risk winners

THE AUSTRALIAN | It may be the most-hated bull market in history, but there are still some low-risk buying ­opportunities for income-focused ­investors, says Vertium Asset Management chief investment officer Jason Teh. “Every second week you hear a bear market prediction, and that’s a healthy sign,” he told The Australian yesterday. “I’m not seeing ridiculous earnings multiples.” […]

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25, October 2017
ASX | Australian equities
NBN cuts off $5.5b Telstra NBN revenue plan

NBN cuts off $5.5b Telstra NBN revenue plan

THE AUSTRALIAN | “Facing these pressures, there really isn’t that much Telstra can do right now,” Mr Teh said. “It will have to be business as usual, and things are not getting easier; to make money you have to provide services,” he added. “It’s easy to compete on price and disrupt when you are a […]

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31, August 2017
Uncategorized
NBN kills off Telstra $5.5b plan

NBN kills off Telstra $5.5b plan

AUSTRALIAN FINANCIAL REVIEW | Vertium Asset Management chief investment officer Jason Teh said Telstra is going through a massive transformation as the NBN rolls out. “In a post 2021 world, Telstra has already highlighted close to $3 billion of earnings are going to disappear,” Mr Teh said. As featured in the Australian Financial Review

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31, August 2017
Uncategorized